See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,602 | $181,894-22.2% | $156,549-9.5% | $273,961-48.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.67% | 30.74%-28.1pp | 32.23%-29.6pp | 41.45%-38.8pp |
| Employer contribution / active EE | $11,788 | $6,248+88.7% | $5,501+114.3% | $4,869+142.1% |
| Participant deferral / active EE | $6,625 | $5,550+19.4% | $4,871+36.0% | $5,287+25.3% |
| Admin fee / account holder | $901 | $15,559-94.2% | $13,027-93.1% | $10,132-91.1% |